Unclaimed
This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Brian? Claim Your ProfileBrian Samuelson is an Investment Advisor Representative with Osaic Wealth, Inc., a registered investment advisor firm headquartered in Scottsdale, Arizona. Brian has been in the financial services industry since 1993 and holds both Series 6 and 63 securities licenses, as well as a Series 65 license for investment advisor representatives. He has worked with a variety of financial services firms in the past, including Signator Investors, Inc., and Transamerica Financial Advisors, Inc. Brian is also an independent insurance agent and specializes in financial planning, pension consulting and portfolio management. He provides services to individuals, businesses, corporations, trusts, charitable organizations, and pension and profit sharing plans.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
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2
IA
11/02/2018 - Present
Osaic Wealth, Inc. (WEST DES MOINES IA)
IA
05/13/2016 - 11/02/2018
SIGNATOR INVESTORS, INC. (DES MOINES IA)
IA
07/29/2002 - 05/13/2016
TRANSAMERICA FINANCIAL ADVISORS, INC (DES MOINES IA)
IA
02/10/1993 - 07/30/2002
LOCUST STREET SECURITIES, INC. (DES MOINES IA)
IA
Issued 05/19/2008
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 02/16/1993
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 02/08/1993
Series 6 - Investment Company Products/Variable Contracts Representative Examination
Active
Inactive
F
FINRA
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